Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Melbourne, Australia

Name: Corporate financial planning firms based in Melbourne, Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 71 companies tracked

RevenueBase identified 71 corporate financial planning firms headquartered in Melbourne, Australia as of September 2026 and tracks 725 professional contacts across them, including 461 with verified work emails. Sydney is the largest hub.

This list covers corporate financial planning firms headquartered in Melbourne, Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

71Companies

725Contacts tracked

461Verified emails

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The 25 largest corporate financial planning firms based in Melbourne, Australia

Ranked by team size

Top 25 of 71 corporate financial planning firms based in Melbourne, Australia, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate financial planning firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Viridian Financial Group	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	201-500	295 contacts →
	Partial evidence “Viridian Financial Group is a leading Australian diversified financial services business.” Source: RevenueBase Database · checked Sep 19, 2026
2	Wilson Pateras Accountants & Advisors	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	51-200	89 contacts →
	Partial evidence “Wilson Pateras are more than accountants: we are expert advisors and strategists focused on your financial future.” Source: RevenueBase Database · checked Sep 19, 2026
3	FMD Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	59 contacts →
	Indirect evidence “Our experienced advisers know health, wealth and happiness is what most people want from life.” Source: RevenueBase Database · checked Sep 19, 2026
4	Verse Wealth	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “At Verse, we take a wildly different approach to financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
5	Prosolution Private Office	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “ProSolution Private Office is a coordinated financial advisory firm for successful professionals and business owners.” Source: RevenueBase Database · checked Sep 19, 2026
6	Focus Partners Australia Link Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “Link Financial Services Pty Ltd was founded in 2003 as a diversified financial services firm.” Source: RevenueBase Database · checked Sep 19, 2026
7	Collins House	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	13 contacts →
	Partial evidence “Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.” Source: RevenueBase Database · checked Sep 19, 2026
8	Galley Associates	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Galley Associates is committed to helping you develop and pursue the strategies necessary for you to build, manage and protect your business and individual wealth and prosperity.” Source: RevenueBase Database · checked Sep 19, 2026
9	Chronos Private	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Our philosophy is to help you make smart choices with your finances so you can spend your time focussing on the things far more important to you and your family.” Source: RevenueBase Database · checked Sep 19, 2026
10	KEY Change Finance	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Our mission is to help you make an educated and informed decision that suits you and your lifestyle.” Source: RevenueBase Database · checked Sep 19, 2026
11	TST Partners Group	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	8 contacts →
	Strong evidence “TST Partners Group is a multidisciplinary financial and legal services firm which provides taxation, legal, accounting, finance broking and corporate advisory services…” Source: RevenueBase Database · checked Sep 19, 2026
12	Eikon Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Eikon Financial Pty Ltd (Eikon) is a Melbourne-based financial services firm operating since 2007, wholly owned by its employees.” Source: RevenueBase Database · checked Sep 19, 2026
13	Lowe Lippmann Wealth Advisers	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	6 contacts →
	Indirect evidence “Lowe Lippmann Wealth Advisers has origins dating back to 1992.” Source: RevenueBase Database · checked Sep 19, 2026
14	Woods & Partners	Strong evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “The Principals of Woods & Partners commenced operations in September 1984, providing investment and Financial Services to individual and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026
15	Dreamwealth Financial Strategists	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “With over 15 years of experience in Financial Advising and 20 years in the Banking and Finance Industry all under one belt, you can trust that I am an experienced Financial…” Source: RevenueBase Database · checked Sep 19, 2026
16	Falconer Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “At Falconer Advisers, our mission is simple – to share our collective expertise to help people take control of their financial future and build sustainable wealth.” Source: RevenueBase Database · checked Sep 19, 2026
17	SLM Corporate	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	4 contacts →
	Partial evidence “SLM Corporate is a Melbourne-based corporate advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
18	Australian Wealth Advisers	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “Provide strategic financial advice to individuals” Source: RevenueBase Database · checked Sep 19, 2026
19	Gain Financial	Indirect evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Maybe your life’s not on the steady, or maybe you’re just not numbers ready, whatever the case may be, you need an adviser that’s at the ready.” Source: RevenueBase Database · checked Sep 19, 2026
20	YTM Group PTY LTD	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	4 contacts →
	Partial evidence “At YTM Group, we offer a comprehensive suite of financial and legal services designed to help individuals, families, and businesses achieve their goals.” Source: RevenueBase Database · checked Sep 19, 2026
21	Acacia Partners	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Acacia Partners was established in 2015 to offer clients a more considered and tailored approach to corporate finance and advisory.” Source: RevenueBase Database · checked Sep 19, 2026
22	Pillar Financial	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “Pillar Financial offers the full suite of financial advice through our qualified, expert affiliates, with a dedicated focus on aligning with our clients’ diverse needs across:+…” Source: RevenueBase Database · checked Sep 19, 2026
23	Dench Mcclean Carlson	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “Dench McClean Carlson is a Corporate Advisory and Management Consulting Company based in Melbourne Australia.” Source: RevenueBase Database · checked Sep 19, 2026
24	CJ Advisory	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “CJ Advisory, a distinguished financial consulting firm, excels in delivering tailored financial solutions to drive business growth and optimize operational efficiency.” Source: RevenueBase Database · checked Sep 19, 2026
25	Adeptx Cornell.Finance	Partial evidence	Melbourne, AustraliaHQ checked Sep 19, 2026	1-10	2 contacts →
	Partial evidence “We are a boutique financial advisory firm with deep experience across an extensive breadth of sectors and global markets.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: corporate financial planning firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names corporate financial planning firms.
Partial evidence: Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate financial planning firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 71 corporate financial planning firms based in Melbourne, Australia

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Corporate financial planning firms based in Melbourne, Australia at a glance

As of Sep 19, 2026

63.6%Verified-email coverage

10.2Average contacts per company

1-10Median size (employees)

163.4%Largest-city concentration · Sydney

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

Email recency for this list is measured across the whole Australia list rather than for Melbourne, so it is reported there. Company counts and contact totals on this page are exact for Melbourne, over 71 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among corporate financial planning firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Melbourne, Australia whose own description of what they do matches “corporate financial planning firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names corporate financial planning firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among corporate financial planning firms, and records with no verified work email. Companies headquartered outside Melbourne are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 461 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Corporate financial planning firms by metro in Australia

Corporate financial planning firms in Sydney116
Corporate financial planning firms in Melbourne71
Corporate financial planning firms in Brisbane42
Corporate financial planning firms in Adelaide30

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names corporate financial planning firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many corporate financial planning firms are there based in Melbourne, Australia?

RevenueBase identified 71 corporate financial planning firms headquartered in Melbourne, Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Viridian Financial Group, headquartered in Melbourne, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

Sydney leads with 116 headquartered companies, followed by Melbourne (71) and Brisbane (42).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 461 verified decision-maker contacts tracked across these 71 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.